Account Plan Template
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Account Overview

Acme Corp.
Subscription Info
Estimated ARR:
$396,000
Plan:
Enterprise
Segment:
Strategic
Renewal Date:
Current Contract:
Acme Corp - Renewal - 2022
Contract Term (months):
12
Contract End Date:
2022-12-02
True-up Schedule:
Quarterly
True-up Type:
Auto-Renew

Account Team:
Account Executive:
Jack Gertridge
Solutions Engineer:
Michael Jordan
Customer Success Manager:
Casey Roberts
Executive Sponsor:
Brian Lederman

Why did they buy?

Use Cases:
For the most up to date information on usage, see
Primary (purchased) Use Case: Use Case 1
Secondary (purchased) Use Cases: Use Case 2
Product Gaps: Product Gap 1, 2 and 3

Business Challenge: Business Challenges
Previous Solution: Prior Solution
Teams:
Purchasing Team:
Other Teams:

Budget Allocation:
Competitors:
Primary: Competitor 1
Secondary: Competitor 2

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